Tac Retirement Plan
Sponsored by Tacenergy, Llc · EIN 874665900 · Plan #001
- Total assets
- $60.2M
- Net assets
- $60.2M
- Active participants
- 353
- With balances
- 443
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services | Recordkeeping, Participant loan processing, Participant communication | $70,882 |
| Creative Planning | Investment advisory (plan) | $70,000 |
| Whitely Penn, Llp | Accounting | $25,750 |
| Matrix Trust Company | Trustee (individual) | $0 |
| Mscs Financial Services | Trustee (individual) | $0 |